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Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-20
VA RA APPROVED 2021-11-17
  • TX RA
    APPROVED
    Since 2022-07-20
  • VA RA
    APPROVED
    Since 2021-11-17

Branch Locations

13625 Office Pl Suite 201, Woodbridge, VA 22192 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Woodbridge, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Brokerage Services, Inc. Fort Worth TX 10/2020 11/2021
Dyncorp International Roi-Namur 09/2018 07/2020
Department Of Defense Office Of Inspector General Alexandria VA 05/2009 09/2018
First Command Brokerage Services, Inc. Fort Worth TX 11/2021 Present
First Command Advisory Services, Inc. Fort Worth TX 11/2021 Present
First Command Insurance Services, Inc. Fort Worth TX 11/2021 Present
  • 10/2020 → 11/2021
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 09/2018 → 07/2020
    Dyncorp International
    Roi-Namur
  • 05/2009 → 09/2018
    Department Of Defense Office Of Inspector General
    Alexandria, VA
  • 11/2021 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 11/2021 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 11/2021 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of the other business: Woodbridge First Church of the Nazarene Whether the business is investment-related: No Address of the other business: 14001 Smoketown Road Woodbridge, VA 22192 Nature of the other business: Financial Your position, title, or relationship with the other business: Church Finance Director The start date of your relationship: 05/2024 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Unpaid position at the church. ? Develop, supervise, and schedule a finance team of weekly counters and semiannual auditors ? Oversee monthly financial statements ? Coordinate financial audits every six month ? Oversee payment of staff and payroll taxes, tax forms, and worker's compensation ? Issue donor giving statements and employee W2s prior to January 31 each year ? Calculate and pay and monthly denominational funding ? Prepare invoicing and monitor monies for accounts receivable (e.g. occasional tenant expenses likes snow-plowing cost-share) ? Monitor and advise on banking relationships, interest and debt rates, online giving software, bookkeeping software, etc. ? Work with senior pastor and board in making annual budget and presenting annual report ? Recommend a treasurer to the board, develop a working relationship with the treasurer, cross-train on the position to audit his/her work and provide back-up support as needed (2) Name of the other business: JET's Financial Services LLC Whether the business is investment-related: Yes Address of the other business: 4044 Cardinal Crest Drive, Woodbridge, VA 22193 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Business Owner The start date of your relationship: Aug 01, 2022 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: This is my business for tax purposes. I don't use it for anything else. Name only.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-12
  • S66 Uniform Combined State Law Examination
    2021-11-12

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